Discount Codes

Discounts in Dynamics 365 Finance and Operations

This chapter contains only Microsoft Dynamics 365 for Finance and Operations Connector specific information related to the discount codes setup. General information about the discount codes setup can be found here.

If you select the Fixed amount type, you should enter amount including tax and amount excluding tax per currency. The appropriate amount is used for the discount depending on the customer's settings in Dynamics 365 for Finance and Operations:

• Set Amount incl. tax - when the Prices include sales tax option is enabled on the Customers form.
• Set Amount excl. tax - when the Prices include sales tax option is disabled on the Customers form.

 NOTE

If you use discounts and thus allow your customers to enter a discount code in the shopping cart to get a discount, then one more option should be enabled on the products in Dynamics 365 for Finance and Operations. When a discount code is entered in the shopping cart and it is valid, it will give a discount on the total order amount of the shopping cart.

To correctly apply the discount code to the total order amount and calculate it, in Dynamics 365 for Finance and Operations on the Released Product Details form, on the Sell FastTab, you should enable the Total discount option, otherwise the discount will not be applied.

The discount code is stored in the sales order (sales quotation) and you can see it on the E-Commerce FastTab in the header view.

The discount is calculated in the same way as the invoice discount and is added to the basic invoice discount amount.